Fixed Income Reporting Analyst

Location: Boston, MA (4 days onsite)

Rate: $40/hour

Duration: 6 months (potential temp-to-perm)

Overview

The Client Reporting Services team focuses primarily on fixed income products and funds. This role supports the creation and delivery of high-quality client and marketing materials, working closely with internal stakeholders to ensure accuracy, clarity, and alignment with investment strategies.

Key Responsibilities

• Partner with Product Management and Client teams to understand investment strategies, client reporting requirements, and regulatory/marketing guidelines
• Develop expertise in assigned products to produce and deliver product-level reporting content, including:
• Performance and attribution commentary
• Portfolio positioning and outlook narratives tailored to different client requirements
• Insights into product-specific data and nuances
• Respond to ad hoc inquiries related to assigned products
• Act as a subject matter expert within Client Operations
• Produce standard product materials and recurring deliverables such as marketing presentations, fact sheets, and product summaries
• Review team deliverables to ensure accuracy, consistency, and data integrity
• Lead the production of customized client reporting materials
  

Qualifications

• Bachelor’s degree with strong academic credentials
• 2 years of experience in investment management or financial services
• Progress toward or completion of MBA, CFA, CMA, or CAIA is a plus
• Strong knowledge of capital markets, with a focus on fixed income products
• Excellent quantitative, analytical, and communication skills
• High attention to detail and ability to manage multiple priorities under tight deadlines
• Proficiency in Microsoft Word and Excel, along with experience using internal/external data systems
• Self-motivated, collaborative, and professional with a positive attitude